BAML
julius baer integrates merrill
Julius Baer completed the transfer of Merrill Lynchs international wealth management business in Ireland yesterday, the latest step in its integration of the firms business outside of the US.
North America | 20 Jun 13
us institutions to expats take your retirement
First American expatriates were told that their bank accounts weren’t welcome. Now, it seems, Americans’ tax-deferred retirement accounts are also increasingly unwanted by US financial institutions, unless these accounts are of significant size.
hk regulator bans ex merrill lynch asia
The Hong Kong Securities and Futures Commission (SFC) said it has banned Joyce Hsu Ming-mei, a former licensed representative of Merrill Lynch (Asia Pacific) Ltd from the financial services industry “for life”, in the latest of a series of actions taken over the past two years in response to a fraud that was found to have been committed by Hsu.
julius baer completes first stage of merrill lynch
Julius Baer has completed the “principal closing” of its acquisition of Merrill Lynch’s International Wealth Management business from Bank of America.
julius baer sets date for management realignment
Julius Baer said it is expediting changes it plans to make to top management as part of its purchase of the non-US business of Merrill Lynch from Bank of America.